China – Benefits Canada.com

CPPIB returns 8% in latest fiscal year, net assets increase to $632BN

bwolfe — Tue, 20 Aug 2024 13:00:05 +0000

The Canada Pension Plan Investment Board reported an eight per cent return in its fiscal year ending March 31, but significantly underperformed the 19.9 per cent return of its reference portfolio. The reference portfolio, made of 85 per cent global equity and 15 per cent Canadian bonds, benefited last year from stock price surges in the […]

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2024 Endowment & Foundation Investment Forum: Central banks make soft landing after recession concerns

bmcgovern — Thu, 08 Aug 2024 11:59:33 +0000

Central banks are achieving a successful soft landing strategy after concerning periods of high inflation following the coronavirus pandemic, said Douglas Porter, chief economist and managing director at BMO Financial Group, during the keynote session at the Canadian Investment Review’s 2024 Endowment & Foundation Investment Forum in June. Inflation is receding from dangerous highs to […]

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2024 Global Investment Conference: Global energy interests posing challenges to institutional investors’ net-zero targets

bmcgovern — Mon, 10 Jun 2024 11:59:47 +0000

Global powerhouses China and India will continue to heavily bet in oil and gas opportunities due to projected demand, despite the global push for green energy, said John Sitilides, senior fellow for national security at the Foreign Policy Research Institute, during the keynote session at the Canadian Investment Review’s 2024 Global Investment Conference in April. […]

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2024 Global Investment Conference: Global risk assessment in need of a change

bmcgovern — Mon, 10 Jun 2024 11:51:47 +0000

The conventional assessment of global risk needs to consider the dynamic correlation between geopolitical and economical risks, said Radhika Desai, professor at the department of political studies and director of the geopolitical economy research group at the University of Manitoba, speaking during a session at the Canadian Investment Review’s 2024 Global Investment Conference in April. […]

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2024 Global Investment Conference: How institutional investors are navigating developed, emerging market trends

bmcgovern — Mon, 10 Jun 2024 11:48:03 +0000

During a panel at the Canadian Investment Review’s 2024 Global Investment Conference in April, three key thought leaders representing defined benefit pension plan sponsors shared their views on investment trends and challenges in developed and emerging markets. Investing in emerging markets brings a slate of challenges for investors, said Jean-Christophe Lermusiaux, (pictured centre) managing director of […]

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Canadian pension funds invest $2.6 billion in Asia-Pacific region in 2023: report

bmcgovern — Mon, 03 Jun 2024 19:00:48 +0000

Canadian pension funds invested $2.6 billion in the Asia-Pacific region in 2023, according to a new report by the Asia Pacific Foundation of Canada. It found that between 2003 and 2023, roughly 30 per cent of all Canadian investment flows in the Asia-Pacific region were made by pension funds, noting investment flows began growing in the […]

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Expert panel: How institutional investors are adapting to a post-pandemic global economy

bmcgovern — Tue, 23 Apr 2024 13:00:12 +0000

Renowned American businessman and investor Charlie Munger once said, “You have to keep learning if you want to become a great investor. When the world changes you must change.” The world has changed and institutional investors will need to have a plan and be ready to face new challenges. The 30 years prior to the […]

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Expert Panel: CPPIB taking steps to face shifting investment landscape in China

bmcgovern — Thu, 28 Mar 2024 13:00:44 +0000

The decision by the Canada Pension Plan Investment Board this month to reduce 10 per cent of its China equity team based in Hong Kong is a positive move. It highlights a shift in the CPPIB’s approach to China, which previously saw the Canadian pension fund fend off accusations that its past investment activity in […]

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CPPIB cuts 10% of staff in Hong Kong office: report

bmcgovern — Thu, 07 Mar 2024 16:00:07 +0000

The Canada Pension Plan Investment Board is cutting roughly a dozen employees at its Hong Kong office, according to a report by Bloomberg. It said staff had recently been informed of the dismissals and the CPPIB would transfer the portfolios of the impacted employees to other investment teams. Following these cuts, there will be roughly […]

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U.S.-China business relationship, private credit shaping investments in 2024: IMCO

bmcgovern — Tue, 06 Feb 2024 14:00:25 +0000

The Investment Management Corp. of Ontario believes an increasingly icy dynamic between the U.S. and China could lead to heightened volatility for institutional investors this year, says Nick Chamie, the IMCO’s chief strategist and senior managing director of total portfolio and capital markets. “If we’re no longer zeroing in on maximizing economic efficiency, we’re no longer […]

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